HOLDCO ASSET MANAGEMENT, LP

PrivateCIK: 1724246
Location

FORT LAUDERDALE, FL

29
Positions
$1.56B
Total AUM (reported)
56.04M
Total Shares

Allocation by class

TOTAL AUM$1.56B29 positions
COM$1.42B91.0%
COM NEW$140.66M9.0%

Portfolio Concentration

Top 336.6%4–1052.1%11–2511.2%Rest0.1%TOP 1088.7%0%100%
Top 3$569.62M36.6%
4–10$811.73M52.1%
11–25$174.27M11.2%
Rest$2.21M0.1%

Top 3 weight

36.6%

Top 10 weight

88.7%

Voting Authority Distribution

Total shares with voting rights: 56.04M

Sole

Full voting authority

55.27M

shares

% of voting shares98.6%
Shared

Joint voting authority

770.59K

shares

% of voting shares1.4%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole13
Shared0
Other16
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings29
Rows:

FIFTH THIRD BANCORP

SOLE
COM
Shares3.80M
TypeSH
Market value$214.34M
13.76%
Sole
3.80M
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares5.72M
TypeSH
Market value$183.42M
11.77%
Sole
5.72M
Shared
0.00
None
0.00

KEYCORP

SOLE
COM
Shares7.46M
TypeSH
Market value$171.87M
11.03%
Sole
7.46M
Shared
0.00
None
0.00

BANKUNITED INC

SOLE
COM
Shares3.54M
TypeSH
Market value$171.28M
11.00%
Sole
3.54M
Shared
0.00
None
0.00

EASTERN BANKSHARES INC

SOLE
COM
Shares7.38M
TypeSH
Market value$164.19M
10.54%
Sole
7.38M
Shared
0.00
None
0.00

FIRST INTST BANCSYSTEM INC

SOLE
COM
Shares3.95M
TypeSH
Market value$152.32M
9.78%
Sole
3.95M
Shared
0.00
None
0.00

CENTRAL PAC FINL CORP

OTR
COM NEW
Shares2.43M
TypeSH
Market value$92.73M
5.95%
Sole
2.36M
Shared
67.60K
None
0.00

HOPE BANCORP INC

SOLE
COM
Shares6.26M
TypeSH
Market value$85.67M
5.50%
Sole
6.26M
Shared
0.00
None
0.00

CVB FINL CORP

OTR
COM
Shares3.40M
TypeSH
Market value$76.62M
4.92%
Sole
3.32M
Shared
74.35K
None
0.00

BEACON FINANCIAL CORP.

SOLE
COM
Shares2.26M
TypeSH
Market value$68.91M
4.42%
Sole
2.26M
Shared
0.00
None
0.00

CAPITOL FED FINL INC

SOLE
COM
Shares6.47M
TypeSH
Market value$55.03M
3.53%
Sole
6.47M
Shared
0.00
None
0.00

TRUSTCO BK CORP N Y

SOLE
COM NEW
Shares872.74K
TypeSH
Market value$47.92M
3.08%
Sole
872.74K
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares522.53K
TypeSH
Market value$36.61M
2.35%
Sole
522.53K
Shared
0.00
None
0.00

BANK MARIN BANCORP

SOLE
COM
Shares504.41K
TypeSH
Market value$13.97M
0.90%
Sole
504.41K
Shared
0.00
None
0.00

METROCITY BANKSHARES INC

OTR
COM
Shares100.66K
TypeSH
Market value$3.61M
0.23%
Sole
60.42K
Shared
40.24K
None
0.00

RENASANT CORP

OTR
COM
Shares83.56K
TypeSH
Market value$3.55M
0.23%
Sole
0.00
Shared
83.56K
None
0.00

SHORE BANCSHARES INC

OTR
COM
Shares136.11K
TypeSH
Market value$3.12M
0.20%
Sole
0.00
Shared
136.11K
None
0.00

HORIZON BANCORP INC

OTR
COM
Shares91.76K
TypeSH
Market value$1.83M
0.12%
Sole
0.00
Shared
91.76K
None
0.00

XBP GLOBAL HOLDINGS INC

SOLE
COM
Shares787.14K
TypeSH
Market value$1.83M
0.12%
Sole
787.14K
Shared
0.00
None
0.00

FIRST MID ILL BANCSHARES INC

OTR
COM
Shares33.28K
TypeSH
Market value$1.60M
0.10%
Sole
0.00
Shared
33.28K
None
0.00

FIRST FINANCIAL CORPORATION

OTR
COM
Shares20.17K
TypeSH
Market value$1.56M
0.10%
Sole
0.00
Shared
20.17K
None
0.00

PEOPLES BANCORP N C INC

OTR
COM
Shares25.28K
TypeSH
Market value$1.09M
0.07%
Sole
0.00
Shared
25.28K
None
0.00

FIRST UTD CORP

OTR
COM
Shares20.80K
TypeSH
Market value$917.7K
0.06%
Sole
0.00
Shared
20.80K
None
0.00

CALIFORNIA BANCORP

OTR
COM
Shares40.53K
TypeSH
Market value$844.7K
0.05%
Sole
0.00
Shared
40.53K
None
0.00

EAGLE BANCORP MONT INC

OTR
COM
Shares32.26K
TypeSH
Market value$771.9K
0.05%
Sole
0.00
Shared
32.26K
None
0.00
Page 1 of 2